Summary
Overview
Work History
Education
Skills
References
Timeline
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Pawan Sami

Sacramento,CA

Summary

Seeking to obtain a position that allows to utilize and further develop knowledge and skills, while giving myself greater exposure to a professional environment.

Overview

15
15
years of professional experience

Work History

TAX TECHNICIAN

Franchise Tax Board
02.2023 - Current
  • Responding to inquiries regarding personal/business tax laws and regulations, FTB policies and procedures, and general tax information received from FTB's toll-free number
  • Providing taxpayer assistance with filing tax returns, tax payments, funds resolutions and guidance to available FTB resources
  • Performing account maintenance duties, reviewing and processing various tax forms and/or taxpayer correspondence, and contacting taxpayers by phone in order to obtain the most current information
  • Utilizing an effective approach and resources in handling difficult situations over the phone.

SENIOR TELLER

SAFE CREDIT UNION
07.2021 - 02.2023
  • Process and audit financial transactions, deposits, withdrawals, money transfers, loan payments, issues counter checks, activate/issues ATM cards
  • Balance cash vault, coin draws, and ATM to comply with Audit standards
  • Ensure confidentiality of all members and safe credit union information
  • Participate in personal self-development training through the completion if internal and external training program, including training new hires.

CUSTOMER SERVICE AGENT

SOUTHWEST AIRLINES
02.2020 - 07.2021
  • Greeting and handling customers in a polite and friendly manner
  • Handle cash, checks, credit cards, travel vouchers and coupons as forms of payment for tickets
  • Compute charges, make changes, and balances daily transactions
  • Process tickets, check in by operating a computerized point of sale system, boarding, baggage service, reservation and resolving related complaints
  • Provides current and accurate fare, schedule, reservations, flight arrival/departure information and answers all general inquiries from customers and other visitors at the terminal
  • Reconcile daily sales reports to transaction, compile over sell report or incident report as required.

SALES ASSOCIATE

WALMART
05.2017 - 02.2020
  • Operating cash registers, managing financial transactions, and balancing drawers.
  • Directing customers to merchandise within the store
  • Maintaining orderly appearance throughout sales floor
  • Introducing promotions and opportunities to customers
  • Resolve product or service problems by clarifying customer’s complaint, determining cause of problem, selecting, and explaining best solution, expediting correction or adjustment, and following up to ensure resolution.

Internal Auditor

Tappoo Group Of Companies
05.2013 - 04.2017
  • Enhanced internal control systems by conducting thorough risk assessments and implementing effective audit recommendations.
  • Improved operational efficiency by identifying and addressing financial discrepancies through meticulous examination of financial records.
  • Streamlined audit processes with implementation of advanced data analytics tools, reducing time spent on manual tasks.
  • Collaborated with cross-functional teams to design and execute comprehensive audit plans, ensuring alignment with company objectives.
  • Provided valuable insights to management by presenting clear and concise audit findings, contributing to informed decision-making processes.
  • Assisted in development of company policies and procedures, promoting strong internal control environment.

Accounts Receivable Officer

R C Manubhai Ltd
05.2009 - 03.2013
  • Enhanced cash flow by diligently managing accounts receivable and maintaining accurate records.
  • Reduced outstanding debts by implementing effective collection strategies and negotiating with clients.
  • Ensured timely invoicing by creating and issuing invoices to customers promptly after service delivery.
  • Improved customer satisfaction by addressing inquiries professionally and providing clear explanations for payment issues.
  • Collaborated with sales teams to resolve billing disputes, promoting positive customer relationships.
  • Assisted in monthly closing activities, ensuring accurate financial reporting for management review.
  • Conducted credit checks on new customers, mitigating risk of bad debts and potential losses.
  • Posted customer payments by recording cash, checks, and credit card transactions.
  • Prepared bills receivable, invoices, and bank deposits.
  • Verified discrepancies and resolved clients' billing issues
  • Reconciled daily AR ledger and verified proper posting.
  • Processed incoming payments in accordance with established financial policies.

Education

Skills

  • Superior management, collection, analytical, time management and decision-making skills
  • Ability to multitask, research and analyze data utilizing internal external databases
  • Very resourceful, professional, self-starter and solves problem to attain any set goals
  • Excellent verbal and written communication skills with strong work ethic
  • Excellent interpersonal skills and ability to work alone and or collaboratively
  • Proficient in Microsoft office, Visio software
  • Friendly personality
  • Accounting principles knowledge
  • Financial Reporting
  • Organizational abilities
  • 10-Key Data Entry
  • Multitasking

References

Reference available upon request

Timeline

TAX TECHNICIAN

Franchise Tax Board
02.2023 - Current

SENIOR TELLER

SAFE CREDIT UNION
07.2021 - 02.2023

CUSTOMER SERVICE AGENT

SOUTHWEST AIRLINES
02.2020 - 07.2021

SALES ASSOCIATE

WALMART
05.2017 - 02.2020

Internal Auditor

Tappoo Group Of Companies
05.2013 - 04.2017

Accounts Receivable Officer

R C Manubhai Ltd
05.2009 - 03.2013

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Pawan Sami